-84.8%
EOSE vs CASY
+32.1%
-117.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.4% | +11.2% | +12.8% |
| 7D | +9.7% | +0.8% | +8.9% | +9.8% |
| 30D | -34.6% | +9.4% | -44.0% | -33.9% |
| 3M | -50.8% | -20.6% | -30.2% | -50.7% |
| 6M | -66.5% | -20.7% | -45.7% | -65.0% |
| YTD | -81.3% | +22.5% | -103.8% | -85.3% |
| 1Y | -84.8% | +29.5% | -114.3% | -88.3% |
| All | -84.8% | +32.1% | -117.0% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling